+15.1%
TEAM vs ROKU
+53.8%
-38.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.3% |
| 7D | -13.7% | +4.8% | -18.5% | -15.5% |
| 30D | -3.4% | +6.1% | -9.5% | -5.9% |
| 3M | +72.1% | +10.5% | +61.7% | +64.9% |
| 6M | +103.8% | +29.2% | +74.7% | +83.8% |
| YTD | +17.1% | +50.0% | -32.9% | -0.5% |
| 1Y | +15.1% | +53.4% | -38.3% | -3.1% |
| All | +15.1% | +53.8% | -38.7% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ROKU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling